Thank you for your desire to support the Mandel School's social work and nonprofit students, and the mission and vision of the school. Your gift is fostering Change Leaders and building a more just world. Our development team is happy to help you so that making your donation is as easy and joyful as possible, and that your gift serves the area of passion at the Mandel School as you intend it. Thank you!
Learn more about the various ways to give:
- Cash or Check
- E-Z Giving: Electronic Fund Transfers
- Employer Matching Gifts
- Online Gift
- Payroll Deductions
- Planned Giving
- Gift Annuity
- Life Insurance
- Retirement Plans
Although cash gifts are gladly accepted, we strongly suggest donations be sent via a check if you are mailing your gift.
Please make checks payable to "Case Western Reserve University," with a note for the Mandel School, and mail to:
Case Western Reserve University Office of Advancement Services
10900 Euclid Avenue Cleveland, OH 44106-7035
To make a memorial or honorary gift by cash or check, please include a note that indicates the name of the person you are memorializing or honoring, as well as the family contact name and address (for memorials) or the individual's name and address (for honorary gifts). We will be sure to notify the family or individual of your thoughtfulness.
There are many advantages to electronic bank transfers—they are safe, free and convenient.
You may have any amount ($10 minimum) automatically deducted from your checking account or debited from a credit card monthly. Just like electronic banking, your generous contribution is easily and automatically transferred. Simply complete the contribution form [link to PDF] and send it along with your first payment check to provide the university with the correct routing information.
If you are an employee of Case Western Reserve, it is easy to make a gift. You may have any amount ($2 minimum) automatically deducted from your paycheck monthly. Simply print out and submit the payroll deduction form.
Planned giving is a method of including charitable giving in your total financial plan. There are many effective vehicles—such as a bequest through a will or retirement account, or a charitable gift annuity or a charitable trust—that alumni and friends of CWRU use in support of the school. Many of these vehicles also benefit your personal goals by enhancing your future financial security:
- Saving for retirement
- Avoiding capital gains tax
- Providing for a grandchild's education
About two-thirds of last year's planned giving support came through bequests received from estates, and the remainder came from life income plans.
- Visit the Planned Giving website
There are a number of popular planned giving options used by CWRU benefactors. As with all financial decisions, a planned gift should be designed with care. The Office of Gift Planning would be pleased to work with you and your advisors to design and facilitate the planned gift that is most appropriate and beneficial for you.
The most common form of planned giving is a gift made through a donor's will. Individuals may name the Jack, Joseph and Morton Mandel School of Applied Social Sciences in their wills for a specific amount or a percent share of their estate. The school can also be a residual beneficiary of an estate after payment of bequests to others.
It is easy to include the Mandel School in your estate plan by adding a simple codicil to an existing will or by including language in a will you are currently having drafted.
If you have included us in your estate plans, we hope you will inform us. We want to be able to recognize you for your generous intent and also make sure the gift will be appropriately stewarded.
Of course, a gift to the Mandel School through your estate may also lessen the tax burden to your heirs.
Gift annuities are attractive to donors who want to receive a guaranteed stream of income for life and simultaneously establish an endowment with the remaining principle of the gift. CWRU follows the rates established by the American Council on Gift Annuities.
Charitable gift annuities may be funded with cash or securities; if securities are transferred to the school, the donor will avoid paying capital gains tax on appreciated securities and the annual income the donor receives will include tax preferential treatment for a period of years.
A gift of whole life insurance can be made to the Mandel School by naming the school as the irrevocable owner and beneficiary of the policy. Gifts of life insurance policies require charitable contributions from the donor to the university in the amount of any premiums, including unscheduled premiums, which may become due.
The school may also be named as the beneficiary of a life insurance policy that you continue to own. This designation is easy to accomplish and simply requires completing a change of beneficiary form from your insurance company.
Individual Retirement Accounts (IRAs), Keogh plans, tax-sheltered annuities, 401(k), 403(b) and other qualified pension and profit-sharing plans can also be used to support the Jack, Joseph and Morton Mandel School of Applied Social Sciences. When a donor names the school as a beneficiary in such a plan, the funds will usually pass to the university outside of probate court and not be taxed. It’s very easy to designate the Mandel School as the beneficiary under one of these plans. Simply request a change of beneficiary form from your plan provider.
We would appreciate it if you would inform us of your generous intent so we can recognize you and ensure that your gift will be appropriately stewarded.
Charitable Lead Trusts
Charitable lead trusts are most appealing to donors who wish to pass appreciated assets to their heirs without paying a substantial amount in taxes. This is accomplished by allowing the Mandel School to receive income from the donor's assets for a specified time, after which the asset is transferred back to the donor or to the donor's heirs. The donor does pay a gift tax on the asset when placed in the trust. The trust can reduce gift and estate taxes or provide a charitable deduction for the donor.
Charitable Remainder Trusts
Through irrevocable charitable remainder trusts, donors can get income tax deductions and avoid capital gains taxes. Many donors find these trusts particularly appealing during retirement planning.
There are two types of trusts—charitable remainder annuity trusts and charitable remainder unitrusts—by which a donor will receive a certain percentage return for life, and, at the donor's death, the property in the trust becomes the Jack, Joseph and Morton Mandel School of Applied Social Sciences’, much like if you had bequeathed it in your will.
Outright Gifts of Stocks and/or Bonds
Donors need to contact their broker stating they want to gift (XXX) shares of (XXXXXX) stock(s) to Case Western Reserve University, with a note to the Jack, Joseph and Morton Mandel School of Applied Social Sciences, for this/these purpose(s).
Donors' brokers should call or email the department of advancement services at 216.368.8552 or email email@example.com for further instructions.